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San Juan Symphony
November 10, 2023
Question

Reconnecting Problem

  • November 10, 2023
  • 1 reply
  • 0 views

I am trying to reconnect an existing bank account in my chart of accounts. I select the drop-down "re-connect" and when I get to the step to choose the account type - the account in my chart of accounts does not show up, just the type "checking"  - when I choose the generic "checking" it connects and creates a brand new account instead of reconnecting to my existing account. 

1 reply

Adrian_A
Adrian_A
November 10, 2023

We want you to come across a different issue than this, San Juan Symphony.

 

Currently, we have an active investigation into the issue you encountered. With that, I suggest reaching out to our phone support team so we can add you as one of the affected users.

 

Here's how to contact us:

 

  1. From the Help menu, select Contact Desktop Help.
  2. Click Contact Us.
  3. You can type in Issue with reconnecting bank account as a description of your concerns.
  4. Click Continue.
  5. Continue with the on-screen instructions to successfully contact us via the Chat with us or Have us call you options.

 

While we're still investigating the issue, you may check these articles on how you can manage your other transactions: 

 

 

We appreciate your patience while we're working to resolve the issue the soonest.

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